CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS Automatic deposits to savings or tax-deferred accounts Setting up a robo-account to automatically invest and rebalance your portfolio Buying a Target Date Fund to prepare for your retirement Automatic Dividend Reinvestment Plans Watch the related WEALTHTRACK episode.
Funds
SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO
SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO Majority of actively-managed bond funds & ETFs have outperformed passive peers over multiple periods Over last 5 years, 63% of actively-managed bond funds outperformed passive funds Watch the related WEALTHTRACK episode.
BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW
BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW Watch the related WEALTHTRACK episode.
MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES
MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES Large-cap stocks dominate U.S. stock index funds Mid-cap & small-cap stocks are under-owned Few of us own mid or small-cap foreign companies, or emerging market stocks Watch the related WEALTHTRACK episode.
CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO
CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO Low cost, tax efficient, transparent Represent every asset class:Stocks, bonds, commodities alternatives. “From micro to mega caps, from Argentina to Vietnam, from Treasuries to junk bonds and from aluminum to wheat…” – Matt Hougan Watch the related WEALTHTRACK episode.
CONSIDER SOME HIGH ACTIVE SHARE FUNDS WITH LOW TURNOVER
CONSIDER SOME HIGH ACTIVE SHARE FUNDS WITH LOW TURNOVER Most investors moving into passive index funds Contrarian move would be to own a few actively managed funds Add low turnover as a criteria Watch the related WEALTHTRACK episode.